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Vincent Wood, CFA

Vincent Wood is a Chartered Financial Analyst (CFA) and spent many years working with institutional clients and with individual investors to optimize their investments. He has a background in fixed income and equity securities analysis and worked for several years at Morgan Stanley Capital International. Vince is a 1987 graduate of UC Berkeley and is currently attending JFK law school. Vince works closely with Stan Riddle conducting legal research and client servicing.








  • JFK University Law School, Current
  • University of California, Berkeley, 1987
  • Charter Financial Analyst (CFA)

Professional Associations and Memberships:

  • CFA Society of San Francisco

Past Employment Positions:

  • Morgan Stanley Capital International
  • Jones Hall Hill and White
  • Mellon Capital Management